Developing a long-term investment plan can help you build wealth to achieve your goals and dreams, like owning a new car, taking a holiday, buying your first home and enjoying a comfortable retirement.
Budgeting and Saving
Start by knowing where your money goes. Draw up a detailed budget plan, and divide your expenditure into essentials and extras. You can access some useful budget planning and financial health check tools at the Australian Securities and Investments Money Smart website. We can advise you on savings plans for house deposits, education, life stage events and retirement. We also provide advice on building investment portfolio’s to deliver a passive income.